Nortia Observatory reports diversification trends in wealth management

According to the Nortia Observatory for the third quarter of 2026, wealth management advisors (CGP) are maintaining a focus on diversification despite a contrasting economic environment. Key trends include a significant increase in equity allocations within life insurance and the continued central role of structured products in securities accounts.

The report, based on data from over 3,300 partner advisors representing 72,000 clients and 12.5 billion euros in assets, notes that geopolitical tensions and rising energy prices are driving investor selectivity. While the US economy remains robust with record highs for the S&P 500 and Nasdaq driven by artificial intelligence, the Eurozone faces a more fragile recovery and rising inflation.